
About Me
Quintin Sharpe
BBA Finance · Series 7 · Series 66 · SIE
Partner at Sharpe Wealth
About Quintin
Representing the next generation of Sharpe Wealth, Quintin combines fresh perspective with a deep commitment to client success. Growing up watching his father build meaningful relationships with families, he learned early that great financial advice is about more than numbers—it's about understanding what truly matters to people.
Quintin brings a modern approach to wealth management, leveraging technology and innovative strategies while maintaining the personal touch that defines Sharpe Wealth. He's particularly skilled at helping clients navigate the intersection of traditional planning and the evolving financial landscape.
His collaborative approach means clients always feel heard and understood. Whether you're planning for retirement, growing a business, or thinking about your family's financial future, Quintin takes the time to understand your complete picture before crafting recommendations.
Working alongside his father David isn't just a business arrangement—it's the continuation of a family legacy built on trust, integrity, and the belief that every client deserves genuine, personalized attention.
EDUCATION
- BBA - Finance, Financial Planning Emphasis
- University of Wisconsin -- Whitewater
- Series 7
- Series 66
- SIE
- Variable Life/Annuities
- Accident & Health Insurance
- Life Insurance
FOCUS AREAS
- Comprehensive Financial Planning
- Investment Management
- Young Professional Planning
- Technology & Equity Compensation
- Risk Management
INTERESTS
- Technology & Innovation
- Client Experience
- Financial Education

